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IvyVest Blog

Last month we embarked on our annual tradition of "predicting" the key questions that 2017 might answer (rather than their answers, which are yet to be determined). In part 2 of this series, this month we look back at the questions we "predicted"...

The obvious topic for this newsletter would be the proverbial elephant in the room: the surprising election of Donald Trump and its surprising impact on the US stock market, which initially plummeted only to rapidly regain its footing and go on to...

With much of the world's attention this month focused on conspiracy theories, email scandals, and bitter partisian threats, we thought we'd differentiate ourselves by writing about a topic that represents everything the current election is not...

In George Orwell’s timeless book 1984, “doublethink” is the classic name given to the ability to simultaneously believe two contradictory things, a critical trait needed to psychologically manage the books “Orwellian” times. The actual date 1984...

It's a common aphorism that beginning investors spend most of their time thinking about why they might be right, while world-class investors spend the bulk of theirs imagining why they could be totally wrong.

The stock market is rallying again, the Fed again seems poised to raise interest rates, China is still teetering on a “hard landing”, and Donald Trump is really the Republican nominee. Those were the headlines that mattered this month. But...

Imagine you have a choice of two S&P 500 Index Funds. Both funds entirely mimick the S&P 500 Index by holding a capitalization-weighted aggregate of all stocks in the benchmark. Before fees, their performance will be exactly the same. The...

At one level this statement is probably always true, since no one times could possibly resemble the past along every dimension, thereby every time is “strange” in somewhere or another when compared to the...